Principal, Associate Portfolio Manager - Private Clients & Foundations
Matt joined Leith Wheeler in March 2020, following five years at Invesco Ltd. and TD Bank, where he worked in investment management, lending, and small business banking. At Leith Wheeler, Matt provides discretionary management for private clients and foundations. He also serves on the firm’s Private Client Investment Committee, contributing to portfolio modelling and asset allocation decisions.
Matt holds a degree in Economics from the University of Victoria and has completed Level I of the Chartered Financial Analyst (CFA®) program. In addition, he has completed the Canadian Securities Course (CSC®) and the Investment Funds in Canada (IFC).